Financial Planning Coordinator

7 days ago

Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time
Job Description

Role: Senior Paraplanner

Position Overview

As a member of the paraplanning team at Blakemore Recruitment, you will work collaboratively with the financial planners and compliance team to deliver high-quality and tailored financial planning services to clients. You will strive to deliver excellent outcomes for clients by analyzing their needs, researching solutions, and writing compliant and suitable recommendations that clients will value.

Key Responsibilities:

  • Financial Planner Support: Providing support to the financial planners in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.
  • Reviewing Client Needs: Working closely with the financial planners to review client information from fact finds, meeting notes, and existing records to gain a good understanding of the client profile, needs, and objectives.
  • Research: Undertaking relevant research and gathering supporting documentation and application paperwork for the advice.
  • Financial Plans: In collaboration with financial planners, constructing high-quality financial plans for clients in a timely manner, ensuring their accuracy, compliance, and adherence to industry regulations and internal standards.
  • Quality Assurance: Ensuring client files contain all required documentation to demonstrate compliance and suitability of advice.
  • Cashflow Modelling: Preparation of lifetime cashflow modelling to develop the client's holistic financial plan.
  • Client Queries: Handling of client queries where required.
  • Teamwork: Working closely with and providing support to the relevant financial planners and other members of the paraplanning team. Working with administrators to ensure they understand the advice given and their objectives.
  • Preparation for Meetings: Helping the financial planner prepare for meetings by completing the valuation packs and doing all other necessary work.
  • Meeting Attendance: Attendance at meetings alongside the financial planner to provide support in advising the clients and preparing meeting notes when required.

Key Attributes:

  • Communication Skills: The ability to communicate at all levels with good written and verbal communication skills.
  • Interpersonal Skills: Good interpersonal skills, being a team player who is supportive of others and promotes a positive working environment and culture.
  • Organizational Skills: Good organizational, analytical, and problem-solving abilities.
  • Attention to Detail: Good attention to detail.
  • Technical Skills: Proficiency in navigating and utilizing financial planning software and tools/reporting on common platform providers.
  • IT Skills: Good IT skills (Microsoft Word, Excel, SharePoint, Teams, etc.).
  • Commitment to Ethics: Commitment to maintaining the highest ethical standards.
  • Commitment to Professional Development: Commitment to continued professional development.

Knowledge and Qualifications:

  • Product Knowledge: Good product and solutions knowledge from across the market to include but not limited to pensions, investments (in particular, model portfolios as a core solution for clients), inheritance tax planning, and protection.
  • Regulatory Knowledge: A good understanding of UK financial regulations and compliance requirements.
  • Experience: Proven experience in paraplanning of at least two years.
  • Qualifications: Qualified to level 4 Diploma in Financial Planning.

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